How to Edit and Customize a ClearPoint Strategy Scorecard
Fernando Montenegro
6 steps
2 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Editing Detail Page layouts
2
ClearPoint gives you a high amount of control and flexibility as far as who can see your information and when.
3
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Objectives**\ Select the **Objective** you are going to be working with, in this example, ‘Direct Routes’.\ On the **Objective Detail Page**\ Click on the **dropdown menu** next to the edit Pencil icon and select **Edit Layout**
4
Click on the **edit Pencil icon** next to the pod you want to edit, in this example, ‘Owner’.\ Selecting **Hide pod in print view** hides the pod in PDF page exports and briefing books.\ Selecting **Hide pod in online view** hides the pod when ClearPoint is in Presentation Mode.\ Selecting **Hide pod when published** hides the pod when you publish your information online.
5
Select the most restricted type of user who can view the pod using the **Hide pod by level** dropdown menu. The default visibility by level is set so that all users (excluding no-access users) can view the pod. Repeat this for as many pods as necessary.\ Once you are done with your changes, click **Save**
6
Please note that attachments included in published reports will be accessible to visitors of the page. Please publish your sensitive information with caution!
How to Edit and Customize a ClearPoint Strategy Scorecard
Fernando Montenegro
6 steps
2 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Editing Detail Page layouts
2
ClearPoint gives you a high amount of control and flexibility as far as who can see your information and when.
3
Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Open **Objectives**\ Select the **Objective** you are going to be working with, in this example, ‘Direct Routes’.\ On the **Objective Detail Page**\ Click on the **dropdown menu** next to the edit Pencil icon and select **Edit Layout**
4
Click on the **edit Pencil icon** next to the pod you want to edit, in this example, ‘Owner’.\ Selecting **Hide pod in print view** hides the pod in PDF page exports and briefing books.\ Selecting **Hide pod in online view** hides the pod when ClearPoint is in Presentation Mode.\ Selecting **Hide pod when published** hides the pod when you publish your information online.
5
Select the most restricted type of user who can view the pod using the **Hide pod by level** dropdown menu. The default visibility by level is set so that all users (excluding no-access users) can view the pod. Repeat this for as many pods as necessary.\ Once you are done with your changes, click **Save**
6
Please note that attachments included in published reports will be accessible to visitors of the page. Please publish your sensitive information with caution!
